Create a public group to assign users with the permissions and access to generate gift acknowledgments.
Required Editions
| REQUIRED EDITIONS |
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| Available in: Lightning Experience |
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Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
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| To provide access to templates and gift acknowledgment generation: |
Customize Application AND Modify All Data AND |
To generate gift acknowledgments and tax receipts, a user must belong to a public group that has access to your templates. Users who aren't part of this group can't see the option to generate gift acknowledgments or receipts. Document generation requires these conditions:
- The user has the DocGen licenses and the DocGen User permission set.
- The user is a member of the public group.
- The public group has access to the DocGen Document Template Library.
- From Setup, in the Quick Find box, enter Users, and select Public Groups.
- To create a new public group, click New.
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In Label, enter a name. For instance, Gift Acknowledgments & Tax
Receipts.
The Group Name field automatically populates from the Label field.
- In Search, select Users.
- From the Available Members list, select the users who create Gift Acknowledgments and add them to the Selected Members list.
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Save your changes.
Note In the future, if more users must create gift acknowledgments, give them the DocGen licenses and add them to this public group. If DocGen access is removed from a user, remove the user from this public group. Users who aren't part of this public group can't see the option to generate gift acknowledgments or receipts.
Grant the public group access to your templates to finish setting up acknowledgment generation. To grant the group access to the DocGen Document Template Library, complete Add Gift Acknowledgment and Tax Receipt Templates.